More files than a team can read. The agent reads them.
Four agents from the Agent Library on typical tasks: reading a transaction's data room, recalculating expert report items, determining assessment deadlines, checking incoming invoices. Every finding comes with its source.
neuland.ai HUB · Transaction
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Project Kranich: 1,214 new documents in the data room. Where is there a change of control clause, and what's still missing?
Tools chosen automatically
- Law firm DMS · Data room Project Kranich, export of Oct 2read
- Law firm DMS · 412 contracts by contract typeread
- Law firm DMS · Clauses on change of control, termination, liabilityread
- SharePoint · The firm's DD playbookread
- Law firm DMS · Review log Project KranichDraft
All 1,214 documents have been read; 412 of them are contracts [1]. A change of control clause appears in the supply agreement with Brenner KG: if the majority shareholders change, Brenner may terminate for cause, index 4.2.7, page 23, clause 14.2 [2]. According to index 6.1, Brenner accounts for 31% of 2025 revenue [3]. The other 411 contracts contain no such clause; each is listed with its contract number in the clause matrix [1]. Whether this becomes an obstacle to the transaction is for the due diligence specialist to assess in the report.
- [1]Data room Project Kranich · 1,214 documents, 412 contracts
- [2]Supply agreement Brenner KG 2019 · Index 4.2.7 · p. 23 · cl. 14.2
- [3]Revenue overview · Index 6.1
Is anything missing from the data room?
- Law firm DMS · Index 7 Taxesread
- SharePoint · DD playbook · List of mandatory documentsread
Yes: for the 2021 to 2023 tax audit, only the audit order dated March 12, 2025 is available; an audit report is missing [1]. This goes to the tax team as a Q&A question; the Q&A deadline ends on Oct 6 at 6:00 PM [2].
- [1]Tax audit order dated Mar 12, 2025 · Index 7.3
- [2]DD playbook · Mandatory tax documents
| Contract | Clause | Source |
|---|---|---|
| Supply agreement Brenner KG | Termination | Index 4.2.7 · p. 23 |
| Lease plant 2 | none | Index 5.1 · § 3 |
| 410 further contracts | none | each with no. |
Assessment in the report: due diligence specialist
In the Wendt property damage case, the insurer settled the expert report with 68 line items. Where did it cut, and by how much?
- Document archive · Expert report Wendt as scan
- Expert report data · 68 line items with amounts
- Settlement letter · Settled amount per row
- Practice management software · Case file Wendt
- Practice management software · Difference list in the case file
For 9 of the 68 line items, the settled amount differs, by €1,847.00 in total [1] [2]. The total reconciles to the cent. On top of that comes the deduction “proportional betterment, €320”, which refers to none of the 68 rows and so cannot be assigned to any line item [2]. The case handler decides how it is allocated.
- Expert report data · Expert report Wendt · 68 line items
- Settlement letter · Insurer's settlement · Deduction without row reference
- Practice management software · Case file Wendt · Claims settlement
Was the cut justified?
- Practice management software · Responsibilities in the case file
I don't assess that. Row, amount and source are in the difference list; the lawyer makes the legal assessment, and the case handler negotiates with the insurer [1].
- Practice management software · Case file Wendt · Responsibility for assessment
- Difference_list_Wendt.xlsx · Excel · 9 rows, €1,847.00, one deduction without row reference
Mr. Brandt's 2024 income tax assessment has arrived, posted on May 6, 2026. Which deadlines are running?
- Assessment archive · Income tax assessment 2024
- Assessment archive · Date of posting
- Accounting software · Additional payment and payment status
- Deadline calendar · Follow-up client Brandt
- Deadline calendar · Deadline sheet
The assessment comes with three dates. The fourth day after posting is Sunday, May 10, 2026, so May 11, 2026 counts as the date of notification, § 108(3) AO [1]. The objection period ends on June 11, 2026 [1]. The additional payment of €3,214 is due on June 11, 2026; late payment surcharges under § 240 AO apply from June 12, 2026, with a three-day grace period [2]. There is no entry in the deadline calendar yet [3].
- Assessment archive · Income tax assessment 2024 · Posted May 6, 2026
- Accounting software · Client Brandt · Additional payment €3,214
- Deadline calendar · Follow-up Brandt · No entry
What interest is added?
- Assessment archive · Interest assessment in the notice
None. The interest period under § 233a AO starts on April 1, 2026 and ends with notification on May 11, 2026: one full month, 0.15% on €3,200, so €4.80 [1]. The tax office does not assess amounts under €10, § 239(2) AO. Your tax specialist prepares and signs the objection.
- Assessment archive · Income tax assessment 2024 · No interest assessed
- Deadline sheet client Brandt · PDF
- Notification May 11, 2026, § 108(3) AO
- Objection period until June 11, 2026
- Due date June 11, 2026, surcharges from June 12, 2026
- Assign follow-up in the deadline calendar
- Objection: decision of the tax specialist
Invoice 2026-0388 from Kranz Elektro GmbH for €4,760 gross has arrived. Is it complete?
- Incoming invoice workflow · Invoice 2026-0388
- Incoming invoice workflow · Mandatory information under § 14(4) UStG
- Receipt archive · Earlier invoices Kranz Elektro
- Accounting software · Supplier master Kranz Elektro
All mandatory information but one is on the invoice [1]. The supplier's tax number or VAT ID is missing; it should be in the footer [1]. The same information is missing on two other invoices from Kranz Elektro this year [2]. It is not stored in the supplier master either [3]. Whether input tax is deducted is for the tax firm to assess.
- Incoming invoice workflow · Invoice 2026-0388 · One mandatory item missing
- Receipt archive · Kranz Elektro 2026 · 3 invoices without tax number
- Accounting software · Supplier master · Tax number empty
Please prepare the letter to Kranz Elektro.
- Receipt archive · Invoice numbers of the three invoices
- Outlook · Draft to Kranz Elektro GmbH
The draft names the missing information and the three affected invoice numbers and requests corrected invoices [1]. It only leaves the firm after your approval.
- Receipt archive · Kranz Elektro 2026 · Invoices 2026-0388 and two more
- Outlook · Correction request to the supplier
- To: Kranz Elektro GmbH
- Subject: Corrected invoices, tax number missing
- Affected: 3 invoices, including 2026-0388
- Awaiting approval by the tax specialist
- Approve
Delivered together with and at
From the legal department to audit
Agents for legal departments, audit, tax and firm knowledge. Each one works to its team's playbook.
Each team maintains its own playbook, template clauses, previous briefs and other knowledge; admins separate them by mandate. That way the agent works to the same positions for every colleague on the team.
Legal
Vertragsanalyse AgentSupplier contracts against your playbook: the Vertragsanalyse Agent checks liability, term and place of jurisdiction against your positions and proposes the fallback clause from the playbook. Negotiation stays with the legal department.
Example · Every finding with its source in the data room
Legal, Tax and Financial read the same report.
All three work in the same project: the Due Diligence Agent assigns each finding to a team and names index, page and clause in the data room. The partner decides what is material.
2 of 5 no finding
| Finding | Status | Source | Team |
|---|---|---|---|
| Change of control in the supply agreement with Brenner KGLegal | open | Index 4.2.7 · p. 23 · cl. 14.2A | Legal |
| Managing director pension commitment without reinsuranceFinancial | open | Index 6.4 · Annual financial statements 2025 · Notes p. 11 | Financial |
| Tax audit 2021 to 2023 without reportTax | Question | Index 7.3 · Order dated Mar 12, 2025 · Q&A question 41 | TaxB |
| Lease plant 2 · Term until 2031Legal | no findingC | Index 5.1 · § 3 · No change of control clause | Legal |
| Non‑compete, sales partnerLegal | no finding | Index 4.5.2 · § 9 · Limited to two years | Legal |
- Every source names index, page and clause.
- Tax sees the tax finding, Legal the change of control.
- No finding means: read and backed by clause number.
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Admins define which team sees which mandate. The Due Diligence Agent for Project Kranich cannot reach any other file.
All documentation, including the BRAO addendum, available for download in the Trust Center.
What partners and law firm IT ask first
Seven answers for partners and law firm IT. Professional law gives the first one.
Yes, under the conditions of § 43e BRAO: a carefully selected service provider, access only as far as necessary, a confidentiality obligation in text form. § 62a StBerG (Tax Advisory Act) and § 50a WPO (Public Accountant Act) govern this accordingly for tax advisors and auditors. The BRAO addendum is in the Trust Center together with the DPA and TOMs. Your firm makes the professional-law assessment of your use case.
Responsibility for the result stays with the firm, as with any supporting work. That's why the Due Diligence Agent names index, page and clause for every finding, and the report shows which documents were read and have no finding. Your team checks selectively instead of rereading.
No. Mandates, practice groups and offices are separated by granular permissions, plus tenant isolation between organizations. The neuland.ai HUB processes briefs and client files in EU data centers or on-premises in your own infrastructure, your choice.
We address law firm DMS, specialist applications and other systems via API and MCP as an additional service. Ready to use are, among others, SharePoint, OneDrive, Outlook, Teams and Confluence. You load the export of a virtual data room into a project that only the transaction team can see.
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Yes, Rödl already uses the neuland.ai HUB, sovereign AI for advisory and audit. The case study is under Case Studies.
The neuland.ai HUB is built for large knowledge bases: ingestion pipelines at petabyte scale, scalable on a Kubernetes GPU cluster; knowledge in the petabyte range can be processed. Admins define who may see a project, including for large data rooms.
Take a data room whose findings you know. The agent has to find them all.
A training case is enough, or one your client releases; with real client data we work under a DPA and the BRAO addendum. Afterwards you know which agents your practice groups should start with.
After your request
- 01You choose the documents you're allowed to share
- 02We demonstrate the Due Diligence Agent on these documents
- 03You put its report next to your own findings